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829 hedge funds and large institutions have $36.7B invested in MSCI in 2023 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 304 increasing their positions, 315 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 74

10% more capital invested

Capital invested by funds: $33.5B → $36.7B (+$3.24B)

2% more funds holding

Funds holding: 812829 (+17)

1.36% more ownership

Funds ownership: 88.96%90.32% (+1.4%)

9% more call options, than puts

Call options by funds: $193M | Put options by funds: $178M

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

3% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 315

Holders
829
Holders Change
+17
Holders Change %
+2.09%
% of All Funds
13.16%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
98
Increased
304
Reduced
315
Closed
74
Calls
$193M
Puts
$178M
Net Calls
+$15.2M
Net Calls Change
-$62.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
426
Atria Wealth Solutions
New York
$1.17M -$100K -191 -8%
Mercer Global Advisors
427
Mercer Global Advisors
Colorado
$1.17M -$877K -1,669 -42%
PMG
428
ProVise Management Group
Florida
$1.16M
First Trust Advisors
429
First Trust Advisors
Illinois
$1.16M -$13.8M -26,214 -92%
BSI
430
Bennett Selby Investments
Maine
$1.15M +$7.88K +15 +0.7%
VPI
431
Value Partners Investments
Manitoba, Canada
$1.14M +$80.9K +154 +7%
SWM
432
Segment Wealth Management
Texas
$1.13M +$137K +260 +13%
BFG
433
Bleakley Financial Group
New Jersey
$1.12M -$59.4K -113 -5%
SS
434
Simplicity Solutions
Minnesota
$1.12M -$57.3K -109 -5%
AWM
435
Apollon Wealth Management
South Carolina
$1.12M +$155K +295 +16%
PI
436
PineBridge Investments
New York
$1.11M +$1.14M +2,168 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
437
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.09M -$3.67M -6,981 -77%
AIM
438
Achmea Investment Management
Netherlands
$1.08M -$1.22M -2,319 -52%
BA
439
Birinyi Associates
Connecticut
$1.08M -$52.5K -100 -5%
BOSSRA
440
B.O.S.S. Retirement Advisors
Utah
$1.07M +$50.4K +96 +5%
WP
441
Woodline Partners
California
$1.07M +$209K +397 +24%
SAM
442
Sompo Asset Management
Japan
$1.06M -$131K -250 -11%
CIP
443
Chartwell Investment Partners
Pennsylvania
$1.03M +$146K +277 +16%
GLA
444
Great Lakes Advisors
Illinois
$1.02M +$1.58K +3 +0.2%
ACMA
445
Arbor Capital Management (Alaska)
Alaska
$999K +$31.5K +60 +3%
FRM
446
Fox Run Management
Connecticut
$994K -$42.6K -81 -4%
Balyasny Asset Management
447
Balyasny Asset Management
Illinois
$993K +$102K +194 +11%
Point72 Asset Management
448
Point72 Asset Management
Connecticut
$993K +$799K +1,521 +367%
WBC
449
Westpac Banking Corp
Australia
$980K +$25.7K +49 +3%
KAS
450
Kestra Advisory Services
Texas
$974K +$360K +685 +56%